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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,098 | $178,174-73.6% | $156,181-69.8% | $137,256-65.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.09% | 84.19%-78.1pp | 64.87%-58.8pp | 220.34%-214.2pp |
| Employer contribution / active EE | $5,153 | $4,972+3.6% | $4,294+20.0% | $4,156+24.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $276 | $17,404-98.4% | $14,586-98.1% | $12,270-97.8% |